Planning Alternatives’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
293
+4
+1% +$3.96K 0.04% 67
2025
Q1
$273K Buy
+289
New +$273K 0.04% 68
2024
Q3
Sell
-250
Closed -$212K 59
2024
Q2
$212K Buy
+250
New +$212K 0.03% 54